Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,160 | $138,386-87.6% | $184,260-90.7% | $80,935-78.8% |
| Participation rate | 40.6% | 83.9%-43.3pp | 86.8%-46.2pp | 67.7%-27.0pp |
| Annual return | 12.17% | 20.02%-7.9pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,266 | $7,076-68.0% | $9,133-75.2% | $4,299-47.3% |
| Admin fee / account holder | $6,513 | $10,489-37.9% | $13,898-53.1% | $6,924-5.9% |